roll-up summary fields calculate values from a set of related records, such as those in a related list

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2
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2answers
43 views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
1
vote
1answer
68 views

Self Reference From Trigger error - Recursive Trigger

I have two before Triggers, one on my Project object & the other on Opportunities. The Project Trigger takes the value from the Project record's field MPM4_BASE__Deadline__c and copies it into ...
2
votes
1answer
21 views

how to create a salesforce rollup field thats not on a master record in pro edtion

I have a object called key account with all the accounts that belong to this key account connected - the connected accounts have a sales total field which i what to add into a total on the Key ...
2
votes
3answers
42 views

Rollup Field on Custom object from Standard Object

We currently have a custom object called 'Buildings' then under that we have our Accounts (Standard object) & Opportunities (Standard). We are trying to calculate the total 'Closed MRC' (Monthly ...
1
vote
2answers
148 views

Account with most Won opportunities

I am trying to find the Account with most Opportunities in Closed/Won state. Is there any way to achieve this functionality using configuration, without code?
0
votes
1answer
67 views

Roll up Summary via trigger for lookup relationship

I am trying to get this trigger to work but it is giving me an error and I am not able to figure out why. The error I am getting is "attempt to de-reference a null object) Why trigger? We have a ...
0
votes
1answer
36 views

LREngine rollup trigger filter by field ischanged (oldMap vs. newMap)

I'm working with AbhinavGupta's LREngine trigger & class to get around summary roll-up field limits, and having some trouble modifying his trigger (I'm learning Apex, but slowly, as coding is ...
1
vote
0answers
28 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
vote
2answers
37 views

Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
1
vote
1answer
36 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
3
votes
1answer
31 views

Number of Events in last 3 months

I log events against my accounts, and would like to display a field on which I count the number of closed events in the last 6 months. I tried doing that using a roll up field, but that won't work, as ...
0
votes
1answer
71 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
0
votes
0answers
28 views

PLEASE help with validation rule [duplicate]

I need to create validation rule(maybe on roll-up-summary fields) without code..only with Salesforce default functionalities : Limiting Samples – Customer cannot get more than 4 samples per month, ...
0
votes
0answers
27 views

Roll up summary custom logic fails

Can any one help me out .I have a visual force page created for 4 reports and has wizard controller written.Now we would like do some custom calculation to change the Value.The logic was working fine ...
0
votes
2answers
125 views

Rollup Summary field value does not get changed on the code written

Can any one help me on this ?RollUp Summary field can be multiplied in a visual force page.Based on the condition ,I need the value of the RollUp summary to get multipled (0.01) in wrapper class . ...
0
votes
0answers
61 views

Currency Conversion Issue

I am working on a OptyLineItem trigger that does a rollup summary on the Opty header of a custom currency field on the OptyLineItem. The default currency is USD and Advanced Multi-currency is ...
0
votes
0answers
9 views

How to get the Curreny Formula field intialise

Can any one help me out ?How to get the Currency Formula field intialise to get an total display.I have a Extension as a formula field with currency data type.The Extension field value gets change ...
0
votes
0answers
37 views

Rollup Summary Value to be changed based on condition

Can any one help me on this? I have a Visualforce page created on Opportunity object which is PDF format. I have few RollUp summary fields created on opportunity object. There is a Wrapper class ...
1
vote
1answer
218 views

What is the diffrence between formula field and Rollup summary in Salesforce?

i have a confusion on whether to go for formula fields or roll up summary fields in some situations. As we can calculate the aggregate values in formula fields also, why/when should we go for Roll up ...
-1
votes
1answer
55 views

How do I delete a Rollup custom objects.

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
1
vote
1answer
252 views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
1
vote
3answers
251 views

1:1 relationship

What is the best way to create 1:1 relationship in Force.com. I have an Object A. What i need to create is another object B, which will be like an extension to this object. Since there are already ...
0
votes
0answers
39 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that ...
0
votes
0answers
86 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
votes
1answer
62 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
0
votes
0answers
48 views

Rollup-Summary: wrong values due to delayed update

We are creating ~20.000 parent objects with ~500.000 child objects with an apex batch process. Those records are then taken and further processed in a second batch. The parent objects do contain ...
1
vote
1answer
428 views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
0
votes
1answer
97 views

Rollup via Lookup Issue

I put together a trigger that will perform a rollup summary (SUM) on a record that is associated via lookup. The trigger works perfectly if I want to include all the lookup records in the calculation. ...
1
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0answers
35 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
1
vote
2answers
191 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
0
votes
1answer
110 views

How to create Rollup summary between standard and custom objects where the detail object displays the total amount of opportunities.

I have two objects 'Opportunity' and 'Project'. I want to create a Roll-up summary where the sum of all opportunities raised to a particular project can be displayed in that Project object. The ...
1
vote
1answer
92 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
0
votes
2answers
164 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
0
votes
0answers
15 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
1
vote
1answer
72 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
7
votes
2answers
351 views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
0
votes
0answers
60 views

Rollup summary field: Describe precision

I have a rollup summary field field1 that calculate a SUM of a number field childfield (in a detail object and having 1 as length) Is that normal that when i describe field1 i get the value 1 in ...
0
votes
0answers
138 views

Getting count of no. of related list records in a Master object without duplicates

I have two objects. Pipeline (Master) and Resource (Detail). I have to take the count of records in the related List of Pipeline object without any duplicate records. That means if there are 2 ...
1
vote
4answers
97 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
1
vote
3answers
68 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
0
votes
1answer
49 views

Roll up summary with Contact specific

I have a custom object Test__c with a formula field "Marks__c" and master detail relationship on Contact. I need to create a field on Contact which should give me sum of 'Marks__c field but should be ...
2
votes
1answer
71 views

Slow delete operation via integration

Integration Process taking much longer than normal. We have an integration process which deletes a few hundred thousand records in salesforce per day. Since last few days the process has got too much ...
1
vote
1answer
91 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
3
votes
2answers
200 views

Can you force a recalc of fields via Apex?

Is there a way via code to do what this button does?
1
vote
1answer
129 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
1
vote
1answer
117 views

How to create a summary field on Opportunity to sum records on custom child object

Invoice line items are pushed against opportunities and I am trying to sum the total. I have tried a rollup summary field, which will not work due to relationship Has anyone done anything similar ...
1
vote
1answer
258 views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
2
votes
0answers
162 views

Negative COUNT Roll-up Summary Field

I have a declarative COUNT roll-up summary field that is returning Negative values after upsert operations. The roll-up summary COUNTS all fields where Checkbox = TRUE The roll-up summary's child ...
2
votes
1answer
154 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
5
votes
1answer
2k views

Rollup summary of currency field using Apex Trigger

I have written an Apex Trigger to perform the rollup summary(sum ) operation..In the image "Total order Item value" field will be populated using trigger. And "Total Order Items" populates the value ...